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WisdomTree International SmallCap Dividend Fund

189 hedge funds and large institutions have $433M invested in WisdomTree International SmallCap Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.52% less ownership

Funds ownership: 42.16%38.64% (-3.5%)

5% less funds holding

Funds holding: 198189 (-9)

14% less capital invested

Capital invested by funds: $502M → $433M (-$68.8M)

21% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 80

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
63
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WW
51
Waterfront Wealth
Kansas
$2.18M +$86.5K +1,418 +4%
MAM
52
McLean Asset Management
Virginia
$2.03M +$488 +8 +0%
RWM
53
Ritholtz Wealth Management
New York
$1.82M +$87.7K +1,437 +5%
HA
54
Heartland Advisors
Wisconsin
$1.79M -$458K -7,500 -20%
EA
55
Efficient Advisors
Ohio
$1.71M -$24.3M -398,936 -93%
KIA
56
KLR Investment Advisors
Rhode Island
$1.7M +$25.7K +422 +2%
AA
57
Addison Advisors
Vermont
$1.63M -$57.4K -940 -3%
SFG
58
StrategIQ Financial Group
Indiana
$1.61M -$4.76K -78 -0.3%
OAM
59
Occidental Asset Management
California
$1.6M +$1.64M +26,844 New
BA
60
Bristlecone Advisors
Washington
$1.58M -$22K -361 -1%
CCA
61
Checchi Capital Advisers
California
$1.58M -$11.3K -185 -0.7%
LFG
62
Larson Financial Group
Missouri
$1.58M +$23.6K +386 +1%
HI
63
Harbour Investments
Wisconsin
$1.54M -$20.6K -338 -1%
IRC
64
Investors Research Corp
Georgia
$1.53M +$132K +2,170 +9%
Corient Private Wealth
65
Corient Private Wealth
Florida
$1.5M -$238K -3,898 -13%
SAM
66
Smithbridge Asset Management
Pennsylvania
$1.49M +$57.5K +943 +4%
Wells Fargo
67
Wells Fargo
California
$1.33M -$335K -5,484 -20%
BHWM
68
Beaird Harris Wealth Management
Texas
$1.31M -$188K -3,081 -12%
CA
69
CoreCap Advisors
Michigan
$1.31M +$1.34M +22,002 New
EH
70
Equitable Holdings
New York
$1.29M +$520K +8,525 +64%
WPWM
71
Windward Private Wealth Management
Kansas
$1.19M -$90.1K -1,477 -7%
KWM
72
Kingsview Wealth Management
Oregon
$1.09M +$1.12M +18,395 New
OMC
73
Old Mission Capital
Illinois
$1.06M +$320K +5,237 +42%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$969K +$207K +3,396 +26%
TIM
75
Tortoise Investment Management
New York
$944K -$15.3K -250 -2%